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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED2+ years Filed as: ALICARE, INC. Service code 13 · EIN 13-3432221 | Contract Administrator | $45,140 |
CHEIRON2+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $34,170 |
CARY KANE LLP2+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $24,660 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $22,500 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 41-6257133 | Recordkeeping | $21,472 |
Service code 10 · EIN 47-0900880 | Accounting | $20,250 |
EATON VANCE2+ years Filed as: EATON VANCE INVESTMENT MANAGERS Service code 28 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $17,485 |
GLANSTEIN, LLP2+ years Service code 29 · EIN 27-4387560 | Legal | $15,500 |
ARMAO LLP1 year Service code 10 · EIN 46-2754053 | Accounting | $5,900 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 8.97% | 11.78%-2.8pp | 8.32%+0.6pp | 23.90%-14.9pp |
| Employer contribution / active EE | $1,637 | $11,309-85.5% | $30,793-94.7% | $16,539-90.1% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |